When people keep telling you that you can't do a thing, you kind of like to try it . -- Margaret Chase Smith
Bhoopi Kohli, ChFC, LUTCF
2552 Walnut Ave. Ste 140
Tustin, CA 92780
Office: (800) 966-7744
Office: (714) 734-8899
Map and directions
Free Life Guides
Valuable information and guidance for a variety of life events.
Simple explanations for otherwise complex financial issues.
Strategies for the financial well-being of your business.
Help put your "financial house" in order with these financial worksheets.
Check out these handy financial calculators today!
Quotes and articles help your attitude or as "food for thought."
Visit the non-profit Life and Health Insurance Foundation for Education and view real life stories about our products in action.
Being an Empty-Nester
Having School-Aged Children
Having Young Children
Owning a Business
Smart About Money
Learn more about life events and financial decisions from
created and maintained by the National Endowment for Financial Education. Specifics below.
Crisis and Fraud
Education and Career
Family and Finances
Holidays and Money
Housing and Transportation
Insurance and Taxes
Retirement and Aging
Saving and Investing
Spending and Borrowing
Use this area to find thousands of state-specific government documents and forms, as well as a wide variety of legal FAQs